A discussion on the podcast ChinaTalk highlighted how Ukraine’s drone industry has expanded rapidly during the Russia–Ukraine War while gradually reducing reliance on Chinese imports. Ukrainian expert Cat Buchatskiy noted that at the start of Russia’s full-scale invasion in 2022, Ukraine had only about 3,000 drones, with 99 percent imported as complete systems from China. By 2026, Ukraine has shifted to domestically assembling nearly all unmanned systems, with annual production reaching up to 5 million first-person-view (FPV) drones, along with other categories such as reconnaissance systems and loitering munitions.
A key transition has been from importing finished drones to importing components. By 2025, 99 percent of imports from China consisted of parts rather than complete systems, although Ukraine still relies heavily on Chinese components. Export restrictions imposed by China beginning in 2023 accelerated Ukraine’s efforts to diversify suppliers and localize production. As a result, the share of Chinese components in Ukrainian drones reportedly fell to around 38 percent by 2025.
The discussion suggested that China is pursuing a dual-track approach in the conflict. While Beijing does not want Russia to lose, it also seeks to avoid a Ukrainian defeat, thereby maintaining Russia’s dependence on China and preventing the United States from fully shifting its strategic focus to Asia. Despite publicly emphasizing close ties with Moscow, Chinese suppliers continue to provide drone systems and components to both Russia and Ukraine.
A Ukrainian drone industry executive described how, during a visit to a drone factory in southern China, suppliers carefully managed schedules to prevent Ukrainian and Russian clients from encountering each other, sometimes using separate entrances or rooms. “When the Russian delegation’s cars left, the Ukrainian delegation’s cars arrived,” he said. Buchatskiy added that Ukrainian companies generally do not expect Chinese factories to cut off supplies, as strong demand and large orders create incentives to continue fulfilling Ukrainian needs.
Source: Epoch Times, April 16, 2026
https://www.epochtimes.com/gb/26/4/16/n14742481.htm